E
SFBS

Ergoteles’s ServisFirst Bancshares SFBS Stock Holding History

Ergoteles’s Portfolio SFBS Stock Details SFBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,727
Closed -$695K – 1469
2023
Q1 		$695K Buy
12,727
+2,890
+29% +$194K 0.03% 625
2022
Q4 		$678K Buy
9,837
+7,157
+267% +$535K 0.02% 591
2022
Q3 		$214K Buy
+2,680
New +$226K 0.01% 1143
2021
Q3 		– Sell
-3,500
Closed -$238K – 1619
2021
Q2 		$238K Buy
+3,500
New +$231K 0.01% 1191

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Ergoteles's SFBS Position: Q2 2023 in Review

Ergoteles sold out of ServisFirst Bancshares (SFBS) in Q2 2023, closing a stake of 12,727 shares — an estimated $695K sold.

Ergoteles first reported a position in SFBS in Q2 2021 and held it in 4 quarters. The position peaked at $695K in Q1 2023. 224 funds tracked by Wall St. Rank hold SFBS as of Q2 2023.

  • Ergoteles reported no remaining ServisFirst Bancshares position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 12,727 ServisFirst Bancshares shares in Q2 2023, an estimated $695K.
  • Ergoteles first reported a position in ServisFirst Bancshares in Q2 2021 and held it in 4 quarters.
  • Ergoteles's ServisFirst Bancshares position peaked at $695K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.